San Diego, CA
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Barry is a general agent for Universal Financial Consultants Corp., selling life, health, and disability income insurance, taking about half his time. He also participates in various referral agreements and business development activities, including authoring a book and serving on an advisory board, which take up a few hours per week.